November 17, 2017

 Named Fiduciary "Mother of All Fiduciaries"

Companies are not required to sponsor a retirement plan for their employees.  However, the act of sponsoring a retirement plan does mean that the Plan Sponsor (read company) is now subject to the Employee Retirement Income Se...

November 2, 2017

The initial tax plan has finally been released this morning.  As with anything that affects so many people there has been enormous speculation concerning what the tax plan will and won’t include, who will be hurt and who will benefit.  Part of the rumor mill has includ...

October 26, 2017

                 From the 1990’s forward, litigation against 401(k) plan sponsors has tripled; now surpassing litigation brought against medical professionals.[1]  Stop for a moment and think about what that statement means: companies that offer a 401(k) plan are getti...

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